# Valuequest Investment Advisors Private Ltd

> Valuequest Investment Advisors Private Ltd is an SEC-registered investment advisory firm in Mumbai, India, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 331389
- Filed as: VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mumbai, India
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331389
- AdvisorCensus page: https://advisorcensus.com/firm/valuequest-investment-advisors-private-ltd-mumbai-331389

## Quick answers

**How is Valuequest Investment Advisors Private Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Valuequest Investment Advisors Private Ltd reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Valuequest Investment Advisors Private Ltd located?**
Valuequest Investment Advisors Private Ltd's principal office is in Mumbai, India, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Valuequest Investment Advisors Private Ltd registered with the SEC or a state?**
Valuequest Investment Advisors Private Ltd is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 331389.

**How much does Valuequest Investment Advisors Private Ltd manage?**
Valuequest Investment Advisors Private Ltd reports $2,201,221,019 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).

**How have Valuequest Investment Advisors Private Ltd's assets and staff changed since 2025?**
In the Form ADV data for Valuequest Investment Advisors Private Ltd: Regulatory assets under management: $2,436,457,591 in the October 2025 data and $2,201,221,019 in the October 2026 data, down 10%. Total employees: 105 in October 2025 and 103 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Valuequest Investment Advisors Private Ltd serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,757); corporations or other businesses not listed above (129); pooled investment vehicles (other than investment companies and business development companies) (5).

**Which custodians does Valuequest Investment Advisors Private Ltd use?**
Valuequest Investment Advisors Private Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citi Bank N.A., Icici Bank Ltd. and Kotak Mahindra Bank Ltd. as custodians holding 10% or more of its separately managed account assets.

**Does Valuequest Investment Advisors Private Ltd report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331389

**What changed in Valuequest Investment Advisors Private Ltd's recent Form ADV filings?**
In the July 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.D(2)). Employees performing advisory functions went from 20 to 18.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Citi Bank N.A.
- Icici Bank Ltd.
- Kotak Mahindra Bank Ltd.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,201,221,019
- Discretionary: $2,201,221,019
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,757 | $453,890,110 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $420,650,471 |
| Sovereign wealth funds and foreign official institutions | 1 | $1,149,169,999 |
| Corporations or other businesses not listed above | 129 | $177,510,439 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 103 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Gandhinagar, Gujarat

### Websites listed on Form ADV (Item 1.I)
- [us.valuequest.in](https://us.valuequest.in)
- [valuequest.in](https://valuequest.in)
- Facebook @ValueQuest-332633393546380
- LinkedIn @valuequest-investment-advisors
- X @VQIndia
- YouTube @ValueQuest

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $2,436,457,591 | 105 | June 27, 2025 |
| October 2026 | $2,201,221,019 | 103 | July 31, 2026 |

Regulatory assets under management: $2,436,457,591 in the October 2025 data and $2,201,221,019 in the October 2026 data, down 10%.
Total employees: 105 in October 2025 and 103 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.D(2)).
- Employees performing advisory functions went from 20 to 18.

### March 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 21 to 20.
- Registered or notice-filed in CA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valuequest Investment Advisors Private Ltd (CRD 331389): Form ADV filing data as of October 2026.